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Discussions QuoteWerks Desktop
Contact Management (CRM/PSA) 54

Integration with contact managers like Autotask, ACT!, Autotask, ConnectWise, GoldMine, Maximizer, MS Dynamics CRM, Outlook, Outlook BCM, salesforce.com, SalesLogix, and SugarCRM

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A plea : Being able to change Zoho Save defaults
Posted by Oliver Marshall, 3 months ago , Last Reply by Matt Rose (matt@prestigequoting.com) 3 months ago
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Datalink Mapping - SoldToTitle missing
Posted by David Workman, 3 months ago , Last Reply by Matt Rose (matt@prestigequoting.com) 3 months ago
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Profit % to Zoho
Posted by Oliver Marshall, 3 months ago , Last Reply by Steve Siggs 3 months ago
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Adding more options for Secondary CRM
Posted by Gary Berzack, 3 months ago
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SuiteCRM 8.6 and Quotewerks integration
Posted by Harm Gerding, 5 months ago
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QW - GreenRope Integration
Posted by Dean Porter, 8 months ago , Last Reply by Steve Siggs 8 months ago , 1 vote
Disconnected Contact and Company associations in HubSpot when saving quote and updating Deal
Posted by Rob Rehburg, over 1 year ago , Last Reply by Rob Rehburg about 1 year ago
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Adding N-Able MSP Manager
Posted by Tony Spedaliere, over 1 year ago
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User not allowed to save a quote without logging to the CRM
Posted by Claudio Stifel, over 1 year ago
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Linked Docs to Autotask
Posted by Oliver Marshall, about 2 years ago , Last Reply by Matt Rose (matt@prestigequoting.com) almost 2 years ago